T
he most sweeping tax changes in decades have passed. Now the only problem is interpreting the late night drafting mess. The session will highlight individual changes with some speculation about areas prime for IRS "guidance".
Learning Objectives
:
Participants will come away with a clearer understanding of the tax outlook for 2018, the downside risks and upside potential both in Connecticut, the United States and internationally. The session will address the planning considerations important for both personal and business clients.
Level of Complexity: Intermediate
IMPORTANT NOTE: This program was previously presented to the FPA CT Valley Chapter on 1/31/18. If you attended that program and have not since entered into a new CE reporting period, please be aware that you are not eligible to receive continuing education credits for this program.
Our Instructor
William R. Fleming is a Managing Director in the Personal Financial Services division of PricewaterhouseCoopers LLP in the Hartford and Boston offices. Bill has been providing financial planning advice since 1979, first as a principal of Ayco Corporation (previously a division of American Express). He joined PricewaterhouseCoopers LLP in 1987. His financial planning clients include prominent or retired executives at Fortune 500 companies as well as start-up (pre-IPO) companies. In addition, Bill provides succession planning to the owners of smaller businesses as well as sophisticated plans for wealthy individuals.He regularly appeared on CNBC's Money Club and other CNBC programs. He has also appeared on Wall Street Journal Reports and CNN, has contributed to the Bottom Line financial newsletter, Business Week, Fortune, The Practical Accountant, the AARP newsletter, and many local newspapers.
